Salesforce Administrator

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Keystone Agency Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2020

🛡️ Insurance

💸 Finance

🤝 B2B

💰 Private Equity Round on 2023-01

Insurance • Finance • B2B

Keystone Agency Partners is a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the United States. The company provides best-in-class services and capital investment to unlock potential and drive profitable growth for its partner agencies. Keystone Agency Partners supports independent insurance agencies by allowing them to maintain their brand identity while benefiting from enhanced resources and strategic support, thereby enabling them to achieve their financial goals and envisioned future.

📋 Description

• Serve as the primary administrator for Salesforce, ensuring platform stability, performance, and ongoing optimization • Analyze support requests and enhancement tickets, troubleshoot issues, and implement scalable solutions • Design, build, and maintain business process automation using Salesforce Flow, approval processes, and other declarative tools • Configure and manage custom objects, fields, record types, page layouts, validation rules, formulas, and related platform components • Develop, maintain, and enhance reports and dashboards • Manage user setup and maintenance, including profiles, permission sets, roles, licenses, and access controls • Ensure adherence to security, compliance, governance, and data management best practices • Collaborate with business stakeholders to gather requirements and translate business needs into Salesforce solutions • Support system testing, release management, change control, and deployment activities • Maintain documentation of system configurations, business processes, integrations, and technical procedures • Provide training, guidance, and ongoing support to end users • Partner with internal teams and third-party vendors on integrations, enhancements, and strategic initiatives • Stay informed on Salesforce releases, emerging technologies, and industry best practices to recommend improvements

🎯 Requirements

• Salesforce Certified Administrator certification • 5+ years of hands-on Salesforce administration experience • Insurance industry experience or strong insurance business acumen a plus • Strong knowledge of Salesforce architecture, security model, data management, and declarative development capabilities • Experience building and maintaining Salesforce Flow automations and business process solutions • Proficiency with Data Loader and other data management tools, including data imports, exports, cleansing, and migration activities • Knowledge of Salesforce deployment and release management tools, including Change Sets • Experience creating reports and dashboards tailored to business requirements • Advanced Microsoft Excel skills, including data analysis and manipulation • Ability to create and maintain clear, accurate, and consistent documentation • Excellent written and verbal communication skills for technical and non-technical audiences • Strong analytical and problem-solving skills • Ability to manage multiple priorities in a fast-paced, evolving environment • Strong interpersonal skills and ability to engage employees at all organizational levels • Limited travel required • Ability to pass a criminal background check, as permitted by law

🏖️ Benefits

• Competitive Salary • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays